US Based QROPS and SIPP advisor

Are you looking for a new US advisor that can manage your QROPS/SIPP account and acts in your best interest?

Whether you have cash, investments, or pensions in the US/UK, our technology enables you to track your global accounts in one easy to use dashboard.

You can even sync your SIPP and QROPS accounts with your US accounts.

We take being fiduciaries very seriously.

What is a fiduciary?

Not all financial advisors are fiduciaries. At WealthUnite, we take pride in being fiduciaries, because it means that we are always putting your interests ahead of our own. Unlike many financial advisors, we are not tied to or compensated by any one financial institution. We are a fully independent firm of licensed fiduciaries.

Simply put, we will always act in your best interest.

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Core values


Limit conflicts of interest wherever possible by always acting in your best interests.

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Our fees are structured in a way where we do better when you do better.

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We pride ourselves on our proactiveness, responsiveness, and transparency.

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Life goals

We believe in a planning approach focused on thriving at various life events.

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We don’t believe in selling you products. We aim to deliver outcomes and financial freedom.

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We believe in dedicated human advice backed by industry leading technology.

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Set up an introductory call to learn more about our QROPS/SIPP advisory service at no cost or obligation.

Safety Net

6 Months
Desired amount

Be prepared for whatever life throws your way

At WealthUnite, we don't believe in selling you products. We have an outcomes focused approach, by which we measure our success by your success. Our financial planning process is centered around life events and achieving your life goals, while being prepared for unexpected changes along the way. 

How goal based planning can lead to success ➝

Plan for what matters to you

Whether you're saving for a rainy day, planning a much needed vacation, buying your dream home, planning for retirement, or anything in between, no goal is too big or too small. We'll guide you on options designed to increase your likelihood of success. Technology such as auto-deposit can help you effortlessly implement a clear, easy to track action plan.

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Home Purchase

Needs attention
Increase monthly savings by $400.
Delay goal by 14 months.
Make a one-time deposit of $75k.
On track
Increase monthly savings by $400.
Delay goal by 14 months.
Make a one-time deposit of $75k.


On track
Retirement Age
Annual income

Get on track for financial freedom

Whether the pandemic has moved your retirement date up earlier than expected, you want to review your retirement readiness, or you simply want to start saving for retirement, we believe there has never been a better time to take a look at your finances.

Discover your retirement readiness ➝

Financial advice should be personal

We believe in a dedicated human advisory team empowered by technology, rather than technology backed by a call center.

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